Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vincent Merz is a financial advisor with LPL Enterprise, LLC. Paul has been working in the financial industry since December 2020 and has a combined 13 years of experience in various fields. Paul holds a Series 7TO, Series 66, and SIE licenses. Paul specializes in providing financial planning and investment advice to individuals and businesses. Paul Vincent Merz is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
11/14/2024 - Present
LPL Enterprise, LLC (IRMO SC)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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